Ledgersync services QBO, QBD, Accounting CS, and Zoho Books.
LedgerSync fetches transactions, statements, and check images from 10,000+ institutions — then categorizes, reconciles, and syncs to your accounting software.
From bank login to closed books — in 4 automated steps.
Set it up once per client. Ledgersync does the rest every morning, forever.
- Step 1
Connect the bank
One link your client clicks once. Mastercard Open Banking + MX handle the auth.
- Step 2
Fetch daily — even checks
Transactions, statements, AND cleared check images land automatically every morning.
- Step 3
AI + rules categorize
Firm-wide rules + AI Close suggestions categorize transactions before you ever see them.
- Step 4
Sync to QBO / QBD / Zoho / CS
Clean data pushes to QuickBooks Online, QuickBooks Desktop, Zoho Books, Accounting CS, or your CSV export.
Ledgersync vs Plaid vs Intuit.
Other tools cover one slice. Ledgersync is the only platform that fetches transactions, monthly statements, AND cleared check images — across 10,000+ institutions, for every client at once.
| Capability | Ledgersync | Plaid / Yodlee | QBO bank feed |
|---|---|---|---|
| Daily transaction fetch | |||
| Monthly bank statements (PDF) | limited | limited | |
| Check image fetching (front + back) | limited | ||
| Deposit-slip images | limited | ||
| 10,000+ U.S. & Canadian institutions | limited | ||
| Firm-wide rules across every client | |||
| Built for accounting firms (not developers) | |||
| Sync to platforms outside of Intuit (QBD, Zoho, Accounting CS) | |||
| AI-assisted month-end close |
More than bank fetching.
Ledgersync is built around the work accountants actually do — every module composes with the others so your firm gets compounding leverage.
Bank Data Fetching
Every client's bank data, one calm dashboard.
Ledgersync Rules Engine
Write a rule once. Apply it across every client.
Ledgersync Close
AI-assisted month-end reconciliation.
OCR
Statements and documents, extracted automatically.
Clarify Uncategorized Transactions
Text your clients. Get answers.
Ledgersync Client Mobile App
A simple way for clients to manage their bank connections.
Ledgersync API
An Open Banking API built for accountants, fintechs, and product teams.
Plug into the stack you already use.
Ledgersync syncs cleanly with QuickBooks Online, QuickBooks Desktop, Accounting CS, Zoho Books, and the document & practice-management tools your firm depends on every day.
10,000+ U.S. institutions. Direct, sanctioned APIs.
Our partnerships with Mastercard Open Banking, MX, and direct integrations like Mercury give Ledgersync the broadest financial-institution coverage in the accounting industry. Every connection is direct and sanctioned — never screen-scraping.
- ✓ Checking, savings, credit cards, loans
- ✓ Every major U.S. bank + most credit unions
- ✓ Bank credentials never touch Ledgersync servers*
- ✓ Tokenized access · AES-256 · TLS 1.3
Real numbers from real firms.
"We cut month-end close from 11 days to 4. The Rules Engine alone paid for Ledgersync in the first quarter."
"I stopped logging into 60 bank portals every month. That's it. That's the review. It changed my life."
"OCR plus Clarify killed the email back-and-forth with clients. Categorization is just done now."
Answers before you ask.
The 8 questions every accountant asks before signing up.
How long does onboarding actually take?
Most firms have their first 10 clients connected in under an hour. Our team helps you bulk-invite clients and migrate rules from your existing tool during the 30-day trial — no extra charge.
What if my client's bank isn't supported?
We support 10,000+ U.S. institutions through our Mastercard Open Banking partnership. If we don't have it, request it — most additions ship in under two weeks. Statement-only fallbacks cover the long tail.
How is Ledgersync different from Plaid or the QBO bank feed?
Plaid is a developer API — not built for firms. The QBO bank feed is built around Intuit and doesn't fetch cleared check images or monthly statement PDFs reliably. Ledgersync is the only platform that does fetching + rules + OCR + close in one place. See the full comparison.
Where does my data live and who can see it?
Data is encrypted at rest (AES-256) and in transit (TLS 1.3), hosted in the U.S., and protected by role-based access controls. Only your firm sees your clients' data — never Ledgersync staff without explicit access requests with audit logs.
Do you replace QuickBooks?
No — Ledgersync sits in front of QBO, QBD, Accounting CS, and Zoho Books. We clean and categorize the data before it hits your ledger. Your books stay where they are.
How does pricing scale?
Per active client, per 30-day billing cycle. The more clients on your account, the lower the per-client price. A 100-client firm pays roughly $16.35/client — see the pricing page for full tiers.
Is there a contract?
No. Month-to-month. Cancel any time. 30-day free trial up front — a credit card is required at sign-up, but you won't be charged until the trial ends.
What about training my team?
Free onboarding sessions, a 50+ article knowledge base, weekly live webinars, and a video library. Your team is fluent in a week.
Which banks do you support? (Chase, Wells, BofA, my credit union…)
10,000+ U.S. institutions through Mastercard Open Banking, MX, and direct partners like Mercury. That includes every major retail bank (Chase, Wells Fargo, Bank of America, Citi, Capital One, US Bank, PNC, TD), business banks, and most credit unions. Search the full list on our Integrations page — or just try connecting; if it isn't there we'll add it, usually within two weeks.
What happens if a bank connection drops?
You get an in-app alert and an email the moment the connection fails. Re-auth is a 30-second flow your client completes from their phone — historical data is preserved while reconnection happens, so no transactions get lost.
How secure is my client data?
AES-256 encryption at rest, TLS 1.3 in transit, U.S.-only AWS data residency, MFA on every login, and bank credentials never touch our servers — they live with Mastercard Open Banking / MX. Read the full security page for details.
Can I import historical transactions?
Yes. Initial connection pulls the most recent 90 days automatically. For older data, the Historical Statements add-on ($50/account) pulls up to 24 months from the bank portal.
Do you support multi-entity clients?
Yes. One client engagement can hold multiple legal entities, each with its own bank connections, rules, and QuickBooks file. Roll up at the parent level or work each entity separately.
How does the QuickBooks Desktop sync work?
Ledgersync ships a QuickBooks Web Connector file (.qwc) you install once per company file. It pushes daily — works for local QBD installs and hosted environments like Rightworks.
Does Ledgersync fetch check images? Other tools don't.
Yes — Ledgersync is the only fetching platform built for accountants that fetches cleared check images (front + back) and deposit-slip images, automatically, archived per client. Plaid, Yodlee, and the QBO bank feed don't.
50+ help articles. A real human. Or ask our AI.
Search the knowledge base, message support, or try the new Ledgersync AI assistant (beta) — it answers from our docs and the public site in seconds.
Ready to automate the data work?
Start your 30-day free trial. Credit card required at sign-up — you won't be charged until the trial ends, and you can cancel anytime.
30 days free · credit card required · cancel anytime